WHAT DOES AN INSIDE SALES COORDINATOR DO?

Published: Sep 11, 2025 - The Inside Sales Coordinator supports clients in maintenance, engineering, and procurement by evaluating needs, developing customized solutions, and promoting products through web demonstrations and outbound calls. This role drives sales growth by managing the complete sales cycle, utilizing technology to engage clients, and consistently meeting performance goals. The coordinator also collaborates with cross-functional teams, coordinates consultant activities, and ensures accurate, timely task completion to resolve customer challenges effectively.

A Review of Professional Skills and Functions for Inside Sales Coordinator

1. Inside Sales Coordinator Duties

  • Follow Up: Nurturing the existing sales pipeline through routine follow-ups through various methods including phone calls, email, and LinkedIn
  • Data Analysis: Run reports and mine data in Salesforce to garner insights and formulate effective strategies to move prospects through the sales process, resulting in new client relationships
  • Campaign Execution: Work cross-functionally with Sales and Marketing to execute email drip campaigns and other marketing strategies/promotions to convert leads to closed opportunities
  • Appointment Setting: Set appointments, participate in sales meetings to produce follow-up for prospects/clients
  • Proposal Support: Assist the sales team with proposals, RFPs and other sales documentation that helps the team efficiently reach more prospects
  • Conference Support: Assist with conferences and other targeted sales efforts
  • Opportunity Identification: Identify additional sales opportunities through client follow-up
  • Client Feedback: Streamline client feedback and engagement through a seamless referring experience, requesting testimonials through useful tools (i.e., Google Reviews)
  • Customer Engagement: Active engagement, via various campaigns, to engage the existing customer base
  • Solution Development: Establish themselves as an integral key contact for unique and innovative solutions
  • Lead Generation: Create a database of qualified leads and develop new accounts through cold calling and making scheduled outbound calls, and follow up on prospective customers
  • Quotation Expansion: Increase quotation activity by expanding the client’s knowledge of capabilities and solutions
  • Customer Interaction: Interact with a variety of Customers across an expanding client base
  • Social Promotion: Social media promotions on various platforms to promote the products
  • Target Delivery: Deliver concise and specific monthly/annual performance targets set
  • Team Collaboration: Working alongside a field outside sales colleague, agency representative and other technical team members

2. Inside Sales Coordinator Details

  • Account Management: Working as part of the inside sales team, helping manage the house accounts and ensuring targets are met
  • Lead Follow-up: Responsible for following up on leads, responding to customers and quoting rates for business
  • Trade Management: Dealing with multiple trade lanes and all equipment types
  • Sales Support: Allow each member of the inside sales team to really get to understand working with every trade and customer within their allocated sales area
  • Invoice Handling: Assisting with invoice queries that relate to the sales team, communicating with other departments to ensure the customer gets a good service and performing other sales administrative duties
  • Remote Support: Help support the outside sales team remotely to cover for holidays and sickness, etc.
  • Product Promotion: Supporting the sales department with the promotion of the company's products and services
  • Customer Service: Maintaining kindness and professionalism while interacting with customers to provide superior customer service
  • Order Coordination: Assisting in coordinating orders to ensure completion of the process
  • Task Execution: Performing other Sales Coordination tasks
  • Correspondence Writing: Composing correspondence and proofreading materials
  • Report Generation: Handling the generation of sales reports and other client documents
  • Team Support: Providing administrative, technical, and clerical support to sales teams

3. Inside Sales Coordinator Responsibilities

  • Customer Sales: Interface with customers to sell new or existing Medeco products to OEM Service Centers and OEMs
  • Needs Assessment: Calls on OEM to assess product and support needs
  • Quote Preparation: Provides timely job quotes and support to OEM customers
  • Relationship Building: Takes incoming calls and performs outgoing proactive calls to customers to maintain and grow relationships
  • Account Support: Provides back-up and support for field Sales OEM Account Managers
  • Project Coordination: Coordinate large OEM projects with internal product and fulfillment teams
  • Strategy Development: Assist with the development of OEM customer strategy and sales focus
  • Market Analysis: Identify market opportunities and develop action plans to generate sales
  • Competitor Monitoring: Monitor pricing, sales and product activities of competitors and recommend/develop counter strategies
  • Sales Reporting: Provide reports of sales activities on a scheduled and/or requested basis
  • Lead Generation: Drive meeting generation with targeted Leads and Sales teams
  • Target Accounts: Partner with Portfolio Leads and Client Executives to identify target accounts, buying level, and campaign strategy
  • Lead Management: Generate, scrub, review, and approve Lead Lists with criteria within ZoomInfo and LinkedIn Navigator
  • Campaign Support: Partner with Marketing on Nurture Campaigns and BDR Outreach Campaign messaging
  • System Integration: Partner with Sales Operations and Marketing on Salesforce integrations and imports
  • CRM Tracking: Leverage Salesforce for tracking and activity
  • Campaign Execution: Conduct email distributions and call activities within Campaigns

4. Inside Sales Coordinator Job Summary

  • Bid Monitoring: Monitor bidding websites and seek future bid opportunities for all divisions and locations of Veit such as Quest, Builders Exchange, Dodge, Bid Ocean, CMD, etc.
  • Market Research: Research and seek industry market data, client information, and project information
  • MSA Prospecting: Prospect and obtain Master Service Agreement (MSAs) opportunities with potential clients
  • Client Relations: Develop and maintain good working relationships with current clients, and be responsible for creating relationships with potential future clients
  • Client Response: Respond to clients, indicating Veit has received the invitation and respond accordingly with Veit’s intentions
  • Estimating Support: Estimating department coordination and support
  • Workflow Improvement: Identify ways to improve the workflow and process and work with the Director of Business Development to implement improvements
  • Call Handling: Answer inbound calls while portraying excellent customer service
  • Order Scheduling: Schedule customer orders, and ensure clear communication on delivery/will call dates and/or changes
  • Partner Support: Educate and provide customer service to Business Partners to help increase their use of the Cambria online ordering portal
  • Information Provision: Provide accurate information to Business Partners by answering questions as it relate to pricing, inventory and any other requests
  • System Documentation: Utilize systems to document
  • Portal Utilization: Utilize Cambria’s online ordering portal to identify product availability and leverage Cambria's internal tools to train Business Partners
  • CRM Entry: Ensure Salesforce entry is entered in an accurate and timely manner that includes the Business Partner’s needs and follow-up items
  • Sales Collaboration: Assign and collaborate with field Sales Representatives on action items that relate to their markets and Business Partners

5. Inside Sales Coordinator Accountabilities

  • Sales Management: Manage the sales process with potential and existing customers to maximize short- and long-term results
  • Customer Relations: Build, maintain and manage relationships with customers in the assigned portfolio
  • Solution Design: Handle the sales process with customers by performing needs analysis, designing solutions and negotiating deals, providing written quotes to customers (incl. Tender + side conditions)
  • Opportunity Pursuit: Identify and pursue opportunities for existing customers
  • Quote Follow-up: Ensuring follow-up on quotes as per established guidelines
  • Client Meetings: Maintain direct contact (face-to-face) with customers on an ongoing basis according to the visit plan
  • Issue Resolution: Identify potential customer issues and solve them in collaboration with the sales team
  • Sales Presentations: Deliver all sales presentations to key customers
  • Lead Sharing: Providing sales leads to other sales offices
  • Data Entry: Ensuring correct data entry into Agenteam
  • Client Focal: Acting as a focal point and entry for the client
  • Team Communication: Communication with Customer Service, Finance and Trade Management
  • Booking Oversight: Regularly checks export and import booking flows to avoid roll-overs and allocation issues
  • Booking Prioritization: Prioritize bookings and communicate accordingly with the responsible offices

6. Inside Sales Coordinator Functions

  • Data Management: Maintaining and updating customer data in shared files
  • Account Planning: Build account plans for customers including the Account's short and medium-term forecast, growth potential, needs assessment, and proposed steps for growth
  • KPI Monitoring: Monitor and report sales goals/targets/KPIs in line with the company’s objectives
  • Sales Forecasting: Forecast sales activities and set personal/company goals accordingly
  • Cold Calling: Handle “cold calls” according to established guidelines
  • Lead Sharing: Provide sales leads to internal stakeholders
  • System Updating: Update the system accordingly
  • Lead Development: Identify and develop leads and new customers
  • Competitor Analysis: Evaluate activities and products of the competition and compare them with ZIM’s products
  • Market Analysis: Review market analysis to determine customer needs, contract terms and rates
  • Campaign Planning: Analyze relevant customers for targeted sales campaigns and build a work plan to increase sales
  • Team Communication: Communicate closely with trade and cross-functional teams on market intelligence, service updates, customer challenges and opportunities

7. Inside Sales Coordinator Job Description

  • Report Analysis: Creating various sales reports and reviewing and analyzing data
  • Product Coordination: Coordinating custom product requests and streamlining the process
  • Agreement Enforcement: Monitoring internet sellers and enforcing internet selling agreements
  • System Coordination: Coordinating data within ERP and CRM systems
  • Cross Training: Assisting team members when needed by being cross-trained in display order processing and project quoting/order processing
  • Sales Support: Supporting the Outside Sales team
  • Customer Interaction: Interacting with customers and sales representatives via phone and email
  • Outbound Calling: Conducts outbound direct sales calls including creating appointments for Territory Sales Representatives and leads prequalification and follow-up
  • Business Generation: Supports the generation of new business
  • Inquiry Handling: Handles inbound application and sales inquiries
  • CRM Maintenance: Maintains CRM Database for customers within a designated territory
  • Technical Support: Provides basic technical support and assistance for existing and potential customers
  • Upgrade Assistance: Assist customers in upgrading their instruments when found to be beyond repair
  • Activity Coordination: Coordinates sales activities with outside sales personnel

8. Inside Sales Coordinator Overview

  • Customer Relations: Maintains a positive, pleasant, caring and helpful attitude with internal and external customers
  • PO Review: Reviews PO for entry and executes accurate confirmation within 18 hours of PO receipt for 200 or more POs per month
  • Data Entry: Performs data entry (SAP) for customer purchase orders (POs) and relevant information promptly, and verifies accuracy
  • Date Management: Establishes Requested Ship Dates (RSD) and Promise Ship Dates (PSDs) with the customer to meet a 90% accuracy goal
  • Shipment Prioritization: Prioritize customer shipments daily
  • PO Communication: Communicate/confirm PO changes initiated by Tedia or the customer internally and externally within 18 hours
  • Agreement Initiation: Initiate RC (returnable packaging) agreements, fleet requests, blanket POs and daily releases with a 100% accuracy goal while achieving a 90% container utilization goal per agreement terms
  • File Management: Maintains Customer PO files, including all correspondence and revisions, scanned and hard copies, of Purchase Orders and Shipping paperwork
  • Customer Response: Responds to initial customer request within 24 hours
  • Pick Ticketing: Creates Pick tickets for the order shipment
  • Order Updates: Advises updates to orders or issues, confirms order revision, receives clarification, etc.
  • Order Accuracy: Confirms accuracy of item, price, ship-to location, etc.

9. Inside Sales Coordinator Details and Accountabilities

  • Information Relay: Relays information provided from the Production Meeting team, such as order delays
  • Order Follow-up: Follows up with customers and internal departments regarding purchase orders
  • Status Reporting: Creates Customer Status Reports (works with Shipping, Planning and Production)
  • Efficiency Optimization: Optimize efficiencies for Tedia fleets including turns, GM impact and revenue impact, with the RC Fleet coordinator
  • Notification Support: Support/maintain customer external change notification preference, and notification
  • Item Activation: Requests activation of new item/part numbers
  • Sales Assistance: Assist outside sales and maintain CS/IS Quoting and Referrals
  • Data Maintenance: Maintains Business Partners in SAP
  • Agreement Management: Maintain formal distributor agreements
  • Complaint Logging: Logs customer complaints in the CAR log and submits the complaint to the team for handling/investigation
  • Project Participation: Participates in individual and group projects

10. Inside Sales Coordinator Tasks

  • Client Evaluation: Works directly with maintenance, engineering, and procurement clients to evaluate their needs
  • Solution Development: Develops customized solutions for clients
  • Sales Growth: Drives sales growth by facilitating the end-to-end sales process, from prospecting to completion of the sale
  • Technology Utilization: Utilizes technology to engage clients
  • Goal Achievement: Meets and exceeds individual daily, weekly, and monthly goals
  • Outbound Calling: Conducts outbound calls to clients
  • Product Promotion: Promotes products and systems
  • Web Demonstration: Conducts product demonstrations via the web
  • Team Collaboration: Works collaboratively with other departments to solve customer challenges
  • Consultant Coordination: Coordinates the activities of the outside Technology Consultants
  • Task Accuracy: Completes tasks accurately and with a sense of urgency
Relevant Information
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